See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,059 | $49,227+22.0% | $70,449-14.7% | $79,858-24.8% |
| Participation rate | 94.6% | 69.2%+25.4pp | 75.1%+19.5pp | 69.6%+25.0pp |
| Annual return | 14.48% | 30.06%-15.6pp | 109.03%-94.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,476 | $2,099+65.6% | $2,737+27.0% | $2,471+40.7% |
| Participant deferral / active EE | $3,476 | $2,768+25.6% | $3,709-6.3% | $3,740-7.1% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |